Configuration Migration Utility Limitations – How to Migrate Oracle WebCenter Content Categorizer Rules

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Configuration Migration Utility Limitations
How to Migrate Oracle WebCenter Content
Categorizer Rules

 

Oracle’s WebCenter Content Configuration Migration Utility (CMU) is a powerful tool for application administrators to migrate the majority of the Content Server configurations from one instance to another.  I believe Stellent developed CMU primarily to migrate the core configurations that are a part of the base Content Server, and since then the WebCenter Content product has evolved and matured.

Configuration Migration Utility Limitations:
After all the Oracle acquisitions, product restructuring, architecting, rebranding, patches and releases; it is unfortunate that more focus hasn’t been made on providing administrators and developers a cohesive tool that can be used to migrate all the configurations easily.  After some hands-on administration experience you will find there isn’t a master tool to migrate all the WebCenter Content configurations within the whole product offering.  So until then, we need to follow other migration tasks to migrate configurations not included within CMU.  Migrating custom table data such as option list values is performed using the Archiver tool.  Other WCC components can be enabled such as Content Categorizer, Framework Folders, FileStore Provider and Site Studio. Migrating the customizations associated with these components isn’t integrated with CMU and you will need to use other techniques to migrate them.  We use Archiver to migrate Framework Folders, and you use the Manage Site Replication or Backup and Restore tools (backend Archiver) to migrate Site Studio configurations.  Inbound Refinery doesn’t integrate with CMU and you will have to manually migrate the file formats and conversion options settings. But other components such as Records Management do integrate with CMU.

Migrating Content Categorizer Rules:
For a recent project I spent a couple workdays adding over 100 custom Content Categorizer rules which were tied to custom meta data fields.  After a successful QA it came time to migrate these configurations to another instance for additional QA.  The custom meta data fields migrated as expected using Content Server’s CMU.  However, I quickly discovered I could not use the CMU to migrate the Content Categorizer Rules.

The solution is to migrate an hda file that contains Content Categorizer rule field name, order, key, count and additional flags.
For WCC 11g the file is called ContentCategorizerBinder.hda and for local installs it can be found at
<middlware_home>/user_projects/domains/<domain>/ucm/cs/data/contentcategorizer/

Or this location if using a fileshare in a cluster configuration
<CMS_Share>/cs/data/contentcategorizer/

After migrating this file over to the destination instance you will need to restart the managed server and verify the rules are listed in the Content Categorizer applet.

Hopefully in a future release of the Oracle WebCenter product we can migrate all configurations needed using the same tool and process.